Behind The Markets Podcast: Damon Ficklin
Portfolio Management & Growth Strategy
Behind the Markets Podcast · Behind the Markets on Wharton Business Radio
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Show Notes
Show from 11/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.
Guest:
Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital
For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin
For the latest, follow Polen Capital on Twitter: @PolenCapital
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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